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Yyyyyy x. yyyyyy

22 Lake Reverie Place Xxxxxx, XXXXXX xxxxxx xxx-xxx-xxxx


Executive Profile


  • Resourceful, dynamic and profit-focused finance professional with years of broad-based senior leadership experience as it relates to the public accounting, energy and transportation sectors
  • Possesses extensive experience in working as a CFO, a partner for a national CPA firm and Tax Director of major conglomerate
  • Boasts an impressive sales and acquisition record within both private and public sectors; skilled in managing operations within the oil and gas industry; open to other sectors where skills are transferable
  • Adept as it relates to cross-functional teamwork and management; comfortable working with individuals and groups across all organizational levels
  • Strengths include strategic planning and analysis, financial reporting, tax reporting and planning, data integrity, interpersonal communication and time management, among others
  • Seeking an executive-level role that will deliver opportunities for career advancement and growth

Selected Highlights


  • Planned and implemented all state and federal tax audits; achieved successful conclusion for parent company, partners and individual owners (Smith)
  • Devised and presented all financial presentations for the company for varied audiences including banks, investors, partners and equity providers (Smith)
  • Fueled the leading, most profitable asset sale in company history (Smith)
  • Served as a National E&P tax practice leader; also obtained Series 7 and Series 63 licensure during tenure with company (BDO)
  • Guided and led the Houston tax department in business development on an annual basis (BDO)
  • Coordinated and facilitated a series of training classes tailored for both Houston tax practice personnel and company clients (BDO)
  • Efficaciously finalized over 60 separate return years of IRS audits for dozens of subsidiary entities across numerous cities; acknowledged and settled millions of dollars in favorable adjustments (CSX Corporation)
  • Studied and prepared a multi-entity, multi-year investment tax credit reconstruction; yielded millions in tax savings upon presentation and acceptance by the IRS (CSX Corporation)
  • Instructed various Accounting Principles night courses over five semesters (San Jacinto)


Professional Synopsis


Smith Production Inc. - The Woodlands, XXXXXX

Chief Financial Officer (2005-2013)

  • Direct and supervise accounting, as well as finance and tax planning for a private E&P company
  • Fruitfully closed numerous asset sales and acquisitions in a timely and mutually beneficial manner
  • Meticulously coordinated bank financing, biannual redeterminations and covenant compliance measures
  • Delivered tax consulting and planning guidance during asset acquisitions and dispositions for owners and partners
  • Researched, assessed and organized all state and federal tax compliance measures, including all applicable law modifications to ensure regulatory compliance
  • Mentored and coached the Controller in administering monthly, quarterly and annual financial reports; also handled annual financial statement audit processes in conjunction with a selected public accounting firm
  • Introduced and maintained commodity price hedging and derivative transaction processes


BDO - Houston, XXXXXX

Partner and Houston Business Line Leader (1997-2005)

  • Oversaw operations for the BDO Houston office, including management of 18 tax professionals
  • Managed practice economics for the office tax department; included budgeting, performance evaluations and human resources functions
  • Led the practice through a notable growth phase; boosted the size of the team by 50%

Yyyyyy x. yyyyyy

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Partner and Houston Business Line Leader (1997-2005)

  • Spearheaded campus recruiting efforts; served as the Recruitment Coordinator for all Xxxxxx offices
  • Worked in a national committee member to help collaboratively develop high-wealth tax solutions; directly fostered working relationships with C-corporation, S-corporation and individual clients
  • Worked in conjunction with the internal audit department to coordinate efforts with common clients


Price Waterhouse LLP - Houston, XXXXXX

Manager, Tax Compliance (1995-1997)

  • Ensured overall and complete tax compliance through the delivery of holistic consulting to multi-national and multi-state energy companies
  • Established and set forth an innovative new practice area after the formal separation of business lines
  • Coordinated tax services in collaboration with financial statement and audit services personnel


Self-Employed - Houston, XXXXXX

Independent Consultant (1994-1995)

  • Delivered comprehensive guidance to various firms throughout the Houston metro area
  • Clients included Stewart & Stephenson, Inc., Clanton and Co., P.C., and Mir Fox & Rodriguez, P.C.


Additional Experience

  • Director of Tax Audits, CSX Corporation, Jacksonville, FL, 1988-1994
  • Manager-Tax and International Accounting, CSX Oil & Gas, Houston, XXXXXX, 1979-1988
  • Accounting Instructor, San Jacinto Junior College North, Houston, XXXXXX, 1979-1981
  • Junior Accountant, Xxxxxx Eastern Corporation, Houston, XXXXXX, 1978-1979


Education & Credentials


Bachelor of Business Administration, Accounting, Lamar University

Licensure, Certified Public Accountant (#xxxxxx3), State of Xxxxxx (Passed in one sitting)


Memberships & Affiliations


Member, American Institute of Certified Public Accountants

Member, Xxxxxx Society of Certified Public Accounts

Board of Directors, Smith Production Inc.

Survivor Volunteer, M.D. Anderson Network

Ordained Deacon, Woodlands Parkway Baptist Church

Member, The Club at Carlton Woods and Greens Committee

Board of Directors, Stonebridge Food Pantry


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